Banking Issue

Let me help categorize your bank transactions, latitude27.

You can exclude duplicate transactions since they were already downloaded to QuickBooks. That way, your income won't be counted twice.

1. Go to the Transactions menu.
2. Find the transaction you want to exclude and select it to expand the view.
3. Choose Exclude, then Apply.
4. Click Save.
5. After excluding duplicate transactions, you can start categorizing the new ones. 

Moving forward, QuickBooks will only download the latest transactions since you've already connected to Truist. All you have to do is categorize them.

Everything you track for your business automatically gets calculated in an income tax estimate that you can check at any time. Please browse these articles to help you prepare and submit tax returns.

• Automatically estimate your income tax in QuickBooks Self-Employed
• Put your expenses into the correct Schedule C categories.

Let me know if you have additional questions by commenting below. I'm always around to help manage your bank transactions.

Thank you for your response! Just to clarify, I will need to go into each and every single transaction that has shown up since connecting the Truist bank account and exclude it? That is a very tedious task, as there are hundreds of transactions since the beginning of the year that it is including. There is not a way around this?

Thank you for your response. Just so that I understand, I will need to go into the hundreds of transactions that have recently appeared in my account now, to exclude them? Is there no other workaround to not include anything from January 1 - today?